Stress-Free Tax Time

Tax

As trusted tax advisers, we bring CPA expertise and extensive experience in business and individual taxation. We are passionate about helping your business thrive and provide advice throughout the year, not just at tax time. We will keep you informed about tax law updates and how they affect your business, so you can maximize your tax savings.

Are you a new business owner? We can help you with entity selection and guide you through the new business set up process.

How We Can Help

Business tax returns

Individual tax returns

Tax planning

Sales Tax

New business setup

Entity selection

Get It All Done In One Place

Do you ever wish you had your own accounting department? – Check out our accounting packages HERE or Schedule a Consultation to learn more.

Recent Blog Posts

What Our Clients Say

Alena has been a godsend in helping me to set up cloud-based software for my new business. The amount of knowledge she has is extraordinary and I feel very confident in her ability to steer me in the right direction as I grow my business.

-

Kimberly Wade

We used Balance Experts to help us with accounting software setup. We are an e-commerce business and were not using any software in the first year. We were impressed with the level of service we received: the setup process was well organized, we provided all the necessary information, and were ready to start training within two days. Alena has taken the time to walk me through all aspects of using Xero and scheduled and follow up session to cover the questions I had. In addition, Alena reviewed our last year’s business tax return, pointed out issues that need to be corrected and advised us on entity classification. We are very happy with the level of service and expertise Alena has provided us, and we highly recommend Balance Experts to other business owners!

Lisa Twilley

I cannot say enough good about Balance Experts and Alena!!! She is amazing, detail oriented, knowledgeable, and so patient with me. She cares about my company and its performance and is a breath of fresh air!!!!

-

Angie Gillis

Alena and Balance Experts has been an amazing resource and support. She has helped me with my accounting for my business from day one and was able to train me in the use of Xero with just a couple consultation calls. She is professional but also approachable and very easy to talk to. I appreciated this from the start because I knew nothing about accounting for a business. She has given me tools and confidence to do my own bookkeeping but is always there for support and questions. I would absolutely recommend her services to any other business owner.

-

Sivan Perdue

Alena and Balance Experts have been a life saver for our business. As a yacht brokerage and boat dealer for several manufacturers, we have many different transactions, including payroll and various other accounts. Alena has been able to go back a couple of years and straighten us out. Her patience with me personally has been outstanding as I am a pure sales and marketing guy and usually don’t want to deal with numbers until they bite me! She could not be more professional and knowledgeable. 5 stars are not enough – should be 10!

-

Hawk Ennis

We are a new small business and knew we needed an accountant. We met Alena at a local conference and immediately knew that she would be a good fit for us. She is personable, professional, meticulous, and gracefully patient with her clients. She certainly knows her stuff!!!